HHAA

Henry H. Armstrong Associates Portfolio holdings

AUM $1.11B
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$594M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$947K
3 +$878K
4
MDT icon
Medtronic
MDT
+$830K
5
INTC icon
Intel
INTC
+$387K

Top Sells

1 +$3.57M
2 +$1.48M
3 +$1.44M
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$503K
5
GE icon
GE Aerospace
GE
+$291K

Sector Composition

1 Financials 40.35%
2 Healthcare 21.71%
3 Technology 20.82%
4 Consumer Staples 10.12%
5 Industrials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$220K 0.04%
4,450
52
-30,032
53
-1,652